# Linda Smith

> Linda Smith is a fee-only financial advisor at William Mack & Associates in Treasure Island, Florida, who holds the CFP credential. Linda charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/linda-smith/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** William Mack & Associates
- **Based in:** Treasure Island, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $1.03B across 952 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 6765666 (https://adviserinfo.sec.gov/individual/summary/6765666)
- **SEC registration:** Investment adviser representative in FL, MI
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** http://www.wmack.com

## Frequently asked questions

### Is Linda Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Linda holds no broker registration, and William Mack & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Linda charge for financial advice?

Linda charges a percentage of assets and an ongoing planning fee.

### How much does Linda charge?

According to William Mack & Associates's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Linda Smith based?

Linda Smith is based in Treasure Island, Florida.

### What does Linda specialize in?

Linda's specialties include retirement planning.

### What credentials does Linda Smith hold?

Linda Smith holds the CFP credential.

### Is Linda Smith registered with the SEC?

Yes. Linda Smith is registered as an investment adviser representative in FL and MI (CRD 6765666), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does William Mack & Associates manage?

William Mack & Associates reports $1.03B across 952 accounts in assets under management.

### How do I contact Linda Smith?

Through Linda's website, www.wmack.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6765666): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wmack.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.